Install Profit.co OKR Software app in Jira software
Configure Profit.co in Jira Software
To perform this task, you must have Jira administrator email credentials. The same email id should be used to sign-up into Profit.co.
Step 1:
Go to the Issues option on the left screen and create or update an existing issue.
When you click on the issue you will be able to see the Profit.co authentication page in the right side wizard. You can login through two ways,
- Through UserName/Password
- Through Access Token
If you are trying to login through Username/Password Authentication type. Enter your email id and Jira user name / password. Click on the Submit button.
If you are trying to login through Access Token Authentication type. Enter your email id and Jira access token. Click on the Submit button.
Step 2:
Why are we using webhook?
Jira epics are created as key results in Profit.co. In order to track the epic progress, you need to create a webhook listener that can track events such as Issues created, updated, and deleted.
By calling these webhook listeners, profit can track the epic progress and update the key result/task linked to it.
Click on the Settings icon on the top right corner of your screen and choose System.
Select Advanced → Webhooks in the left menu to open the Webhooks page, which shows a list of all existing webhooks.
Step 3:
Click the Create a WebHook button to create a new webhook listener for Profit.co application
Once you click the Create a WebHook button, you can see the form submission. Enter the Name in the Name column and Enter the below URL in the URL column.
In below you need to select the Issue type under Issue column and click Create button to save your changes.
Create JIRA Epic as a key Result in Profit.co
Profit.co for Jira plug-in allows you to automatically create your Jira epic as a key result under any of your OKRs in Profit.co.
You can track the progress of the linked OKR in your Jira epic.
Step 1:
Login to the Jira and view the epic from the list. Navigate to the detail page of the Epic you want to create as a key result in Profit.co OKR software.
Step 2:
In the Epic, click on Profit.co from the right side wizard.
Step 3:
While clicking on the Click to view all/linked OKRs, it will display the title “All My OKRs” in the right side wizard
Step 4:
Below the title “All My OKRs”, the OKRs level dropdown will be displayed
- a. By default, Individual-level will be selected from the filter
- i. Below the filter, it will display all the Individual level OKRs
- b. Users can view all other OKRs levels by selecting from the dropdown
- i. The corresponding OKRs will be displayed below the filter option
Step 5:
In the OKRs list, users can see the [+] icon which is displayed next to the Objective name
Step 6:
Clicking on the [+] icon will display all the KPIs below the Objective name
Note: The user who has access to create OKRs in that particular OKR level can view this [+] icon
Step 7:
Next to the KPIs name, users can see the Select button
Step 8:
Clicking on it will display the summary of the selected KPI
Step 9:
If the user wants to link this KPIs with the Objective, they can click on the Add button
Step 10:
Once the user links any KPI with the Objective, the details of the Key Result which is linked with the KPI will be displayed.
It will be reflected in the corresponding user’s Profit.co firm too
Step 11:
If the user wants to unlink the selected KPI from the Objective, they can click on the “Unlink” icon which is displayed next to the Objective name
It will be reflected in the corresponding user’s Profit.co firm too
Step 12:
If the user wants to go back to All My OKRs, they can click on the “Back to All My OKRs” option which is displayed with the “<-” on the top of the detailed page
Step 13:
After clicking on the Back option, the OKR list page will be displayed. The [+] icon will not be displayed in the Objective, once it is linked with any KPIs
